共探资管行业高质量发展新路径 “全球资产管理中心上海国际活动周2025”财富管理专场在沪举办

Core Insights - The "Global Asset Management Center Shanghai International Event Week 2025" focuses on the theme of "Asset Management and Wealth Management Cycle Driven by New Opportunities" to address the transformation needs of asset management institutions in the new era [1][2] - Shanghai is positioning itself as a global asset management center, leveraging historical advantages and market factor aggregation to enhance wealth management and asset management practices [1] Group 1: Industry Trends - The asset management industry in China is experiencing a mismatch with technological demands, particularly in equity financing, where private equity funds have a higher participation rate [1] - The shift in the industry is moving from "scale growth" to "value creation" and from homogeneous expansion to differentiated professional capability building [2] Group 2: Company Initiatives - Shanghai Trust emphasizes the integration of asset management and wealth management, adhering to the principle that "technology makes finance more inclusive" [2] - Shanghai Trust's transformation journey has led to a breakthrough of 1.3 trillion yuan in assets under management, focusing on creating a wealth management trust account system and innovative asset management product systems [2] Group 3: Strategic Recommendations - The industry is encouraged to optimize investment stages and exit channels, particularly through private equity funds, and to convert insurance asset management into long-term capital for technological innovation [1] - There is a call for the establishment of a supportive environment for technological innovation, utilizing strategic scientists and optimizing exit mechanisms and regulations [1]